CFA Society San Francisco

Join us for our Annual Holiday Gathering! ?? Your premier association for finance professionals, in partnership with Mercer, invites you to join us for an evening of beautiful views, engaging conversation, and festive food and drinks as we celebrate the holiday season with our investment community. ?? Date: Thursday, December 12, 2024 ?? Time: 4:30 PM - 6:30 PM ?? Location: Mercer Offices, Embarcadero Center Don't miss out on this fantastic opportunity to connect with fellow finance professionals. Due to space and security limitations, no walk-ins will be accommodated, so be sure to register in advance! ?? Register Here: https://loom.ly/CUqB9yg #FinanceCommunity #HolidayGathering #Networking #CFA #InvestmentProfessionals #HolidaySeason

The latest Financial Perspectives episode goes live on November 26th! Save the date to hear from Jonathan Steele, CFA - Chief Investment Officer and Managing Partner at One Wealth Advisors - as he discusses practical implementation of financial therapy in wealth management on this month's podcast. Set up alerts for new episodes and catch up on all Season 5 episodes here: https://loom.ly/qu7M8vk

Level up your finance career and stay ahead of industry trends by viewing our recent webinar, "Recruiting in Financial Services: What Employers Look For"! Learn how to craft compelling resumes and LinkedIn profiles that showcase your professional achievements, discover the art of strategic content placement using LinkedIn to make a strong impression with potential employers, and equip yourself with practical tips to ace interviews. Speakers A.J. Noll, Vice President Executive Recruiting, Hirenomics Jeff Abrams, VP of Permanent Services, Financial Services Group at Robert Half Moderator Isabelle Araujo, CFA, Associate Wealth Advisor, Bordeaux Wealth Advisors Don't miss this opportunity to gain pivotal career strategies to master job applications, interviews, and the power of networking! Watch the webinar now: https://loom.ly/TZus-ww #alternativeinvestment #interviewsuccess #financialservicesindustry #FinanceTrends #ProfessionalGrowth

We are pleased to share the insights from our Key Alliance Partner, TopSeeds LLC, on "The Electric Grid Opportunity: A Strategic Investment Outlook". In their latest article, Raj Manghani, CFA and Roveen Bhansali, delve into the drivers of rising electricity demand, macroeconomic tailwinds, and key investment opportunities within the electric grid stack. Join us in exploring how investors can capitalize on the growing demand for energy and the need for grid expansion and modernization. Read the full article to gain strategic insights and position yourself at the forefront of this transformative trend >>> ?? https://bit.ly/4fhK86z #ElectricGrid #Sustainability #GreenEnergy #AI #StrategicInvestment #FutureOfEnergy

Thank you to all who came out for the "Fixed Income: Investment Themes and Portfolio Strategies" luncheon, hosted by Capital Group, on October 30, 2024! During this afternoon fireside chat, Sejal U. Penkar - Director of Fixed Income Research at Capital Group - and Brandon Ma, CFA - Regional Vice President - RIA's, Family Offices & Bank Trusts at Capital Group - discussed the latest macroeconomic trends, including inflation, the labor market, and the Federal Reserve's path forward. Thank you to Sejal and Brandon for your timely insights on fixed income strategies and thank you to Capital Group for partnering with us on this event! Stay up to date on all upcoming in-person and virtual programming by viewing our Calendar of Events: https://loom.ly/Nhd-Ewo Or view previous event replays on our YouTube channel: https://loom.ly/9zkGsaM We look forward to seeing you at a future Society event! #CFASocietySanFrancisco #fixedincome #CapitalGroup

We are pleased to share the latest insights from our Key Alliance Partner, Franklin Templeton, reviewing key strategies for generating recurring revenue: "Pursuing the Power of Recurring Revenue." In this article, Richard Bodzy and Greg McCullough, CFA - Portfolio Managers at Putnam Investments US Large Cap Growth - explore the powerful strategies businesses are using to generate recurring revenue through subscriptions and consumables. From streaming services to productivity software, and from health care consumables to veterinary services, the potential for stable, predictable revenue is immense. Key Highlights: ?? Subscription economy revenue projected to reach $996 billion by 2028. ?? Companies with recurring revenue models offer better revenue visibility and stability. ?? Health care sector shows significant potential with mission-critical consumables. Discover how these trends can provide a measure of stability during economic disruptions and drive long-term growth. ?? Read the full article here: https://bit.ly/4fANG3x #RecurringRevenue #GrowthStrategy #Investment #SubscriptionEconomy #FinancialStability #LongTermGrowth

Join us for an exclusive webinar discussion, "Impact Investing in Private Markets", where we'll delve into the world of impact investing and explore its potential in private markets. ?? Date: Tuesday, November 26, 2024 ?? Time: 1:00 PM - 1:45 PM PT ?? Location: Online Webinar During this insightful fireside chat between Josh Hile, CFA, CPA - CEO and CIO at Citizen Mint - and William J. Reynolds, CFA - Investment Associate at Fire Capital Management - you can expect to: ? Dissect the critical differences between sustainable and impact investing. ? Gain insights into return and risk profiles, objectives, and philosophies. ? Learn about predominant sectors and asset classes in private markets. ? Discover future trends and reporting requirements. ? Understand how due diligence for impact investments differs from traditional investments. Don't miss this opportunity to gain valuable perspectives from industry leaders. Register Now : https://loom.ly/UIw3LIs #ImpactInvesting #PrivateMarkets #FinanceWebinar #InvestmentProfessionals #SustainableInvesting

Don't miss this month's episode of Financial Perspectives Podcast, featuring an insightful conversation with Andrew Graham, CFA - Founder and Managing Partner at Jackson Square Capital. In this episode, Andrew dives deep into dynamic equity growth strategies and the benefits of active management. He shares his expertise on: ? Tax efficiency and flexibility in active management ? The untapped potential in the semiconductor and software sectors ? The importance of maintaining the right mindset and avoiding over-diversification ? Real-world examples, including leveraging winners like NVIDIA Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights to help you optimize your investment portfolio and achieve long-term market success. ?? Tune in now and elevate your investment strategies: https://loom.ly/ULKPQao #FinancialPerspectives #InvestmentStrategies #ActiveManagement #EquityGrowth #Podcast

We are pleased to host an insightful and thought-provoking discussion with Dr. Mark Rittenberg, a renowned expert in leadership and communication, at the University of California, Berkeley. This event is a must-attend for finance professionals looking to enhance their leadership skills and foster a dynamic workplace culture. ??? Date: Tuesday, November 19, 2024 ?? Time: 4:30 PM - 6:00 PM ?? Location: University of California, Berkeley Dr. Rittenberg will delve into the FIVE Powers of Authentic Leadership, including the power of presence, communication, conviction, intention, and knowledge. Learn how these principles can transform your team’s cohesion, resilience, and overall efficiency. Don't miss this opportunity to gain valuable insights and network with fellow professionals. Register now and take the first step towards becoming an authentic leader! ?? Register Here: https://loom.ly/YzmViUo #Leadership #Finance #Networking #ProfessionalDevelopment #UCberkeley #AuthenticLeadership

Congratulations to all of the CFA Program candidates who have passed their Level III exams! We'd like to offer our sincerest congratulations to two of our own who earned their charter during this round of exams: Dr. Julian Vogel, CFA and William J. Reynolds, CFA! Julian is an Assistant Professor of Finance at San Jose State University, teaching at both the undergraduate and graduate level. Additionally, he publishes academic research on investments, algorithmic trading, institutional investors, information asymmetry, corporate finance, boardroom diversity, corporate payout policy, and executive compensation. This is Julian's first year with the Society serving on the Member Programming Advisory Council, where he works with the council to connect with the CFA Society San Francisco community and provide programs to discuss current developments in the financial industry. William is the Investment Associate for Fire Capital Management, where he assists in managing client portfolios and supports the investment team in making informed decisions. He is involved in preparing and presenting updates on investments and market trends, conducting industry analysis, and evaluating investment opportunities. Additionally, he is a member of the San Francisco Foundation’s Emerging Advisors Network. William has served on the Society's Young Leaders Council for the past two years, where he helps shape dynamic programs, tailored to early career professionals. Please join us in congratulating Julian, William, and all those who passed their CFA Program exams this cycle! We commend you on your achievement and welcome you to the CFA Society San Francisco community! #cfaprogram #CFACharterholder #CFAExam